Efficient and effective management is critical to the success of any engagement. Our methodology encompasses the following features to ensure out clients’ objectives are met:
An initial planning meeting is held with clients to define agreed-upon details of the engagement, including:
- Definition, scope, and objectives
- Engagement organization
- Roles and responsibilities
- Engagement methodology
- Engagement timeline
- Status reporting requirements
- Engagement deliverables
Reporting procedures are implemented to ensure that any scope changes are discussed immediately with clients; the potential impacts on the engagement (e.g., timeline, resource allocation, budget, etc.) are determined, clearly understood, and communicated to all appropriate parties; and all necessary approvals are obtained.
Any issues that may arise are promptly documented and brought to the attention of clients so they can be resolved quickly to ensure engagement deadlines are met.
One of the most important aspects of our engagements is giving management the ability to follow up on issues and assess their status on an as-needed basis. As part of our commitment to our clients, we provide a tool that provides the ability to view open observations and their status as of a particular date.